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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: ild who wrote (23789)	12/26/2004 8:18:01 PM
From: Tommaso	Respond to of 110194

Thanks so much. Saves me $4.00 <G> I guess he got permission to post it on his website.

To: ild who wrote (23789)	12/26/2004 8:59:32 PM
From: yard_man	Respond to of 110194

I think this is a savvy observation -- someone reubut it, please. >>Q: Do you cover the liquefied-natural- gas market? A: LNG is pretty important. The North American natural-gas market is the premium market for heating fuel, and we are not going to get more production in a single year in North American natural gas, but we are going to get a lot more production. That opens up the opportunity for LNG. LNG is the alternative for North American natural gas. If we want clean fuel, we could import huge amounts of LNG. It could be similar to nuclear power in the 'Seventies, when we went up from nothing to 10% or 20% eventually. But we are far from peaking on natural gas worldwide. There is plenty of natural-gas supply. In fact, Russia's potential is more in natural gas than it is in oil. All it takes to get it to us is money and steel. LNG is very capital intensive. It requires big liquefaction plants that cool the gas hundreds of degrees below zero and big tankers that are several times as expensive as a conventional tanker. The biggest supplies of natural gas are in the Middle East. That's a long way from market, so you need a lot of tankers. Now the price of steel is going up. By the time these plants are built, LNG is going to be a lot more expensive. LNG is a great opportunity for capital-equipment and services companies. My LNG plan is conventional natural gas. Q: How is that? A: If you own natural gas in the U.S., you will get the whole value increase as LNG comes in more expensively than people think it will. The typical mega-cap company is investing in LNG. I would argue that maybe you could<<